Donald Yacktman Portfolio
Invests via Yacktman Asset Management | Managed by Stephen Yacktman, Jason Subotky, Adam Sues, Russell Wilkins, Mike Kang, Donald Yacktman
Invests via Yacktman Asset Management
Managed by Stephen Yacktman, Jason Subotky, Adam Sues, Russell Wilkins, Mike Kang, Donald Yacktman
Automatically Tracked
Donald Yacktman Profile
Veteran value investor and portfolio manager who built a reputation for concentrated, long-horizon equity investing and shareholder-oriented stewardship. Donald Yacktman founded and led an investment boutique focused on high-conviction, dividend-friendly portfolios and disciplined capital allocation, overseeing flagship mutual funds and institutional mandates. His approach emphasizes downside protection, deep fundamental research and active engagement with managements to unlock intrinsic value. Market participants cite a long tenure of managing retail and institutional assets with a low-turnover, value-oriented philosophy that influences income-focused and total-return portfolios.
Veteran value investor and portfolio manager who built a reputation for concentrated, long-horizon equity investing and shareholder-oriented stewardship. Donald Yacktman founded and led an investment boutique focused on high-conviction, dividend-friendly portfolios and disciplined capital allocation, overseeing flagship mutual funds and institutional mandates. His approach emphasizes downside protection, deep fundamental research and active engagement with managements to unlock intrinsic value. Market participants cite a long tenure of managing retail and institutional assets with a low-turnover, value-oriented philosophy that influences income-focused and total-return portfolios.
Investment Philosophy & Strategy
Practices concentrated, low-turnover equity investing grounded in deep fundamental research and a margin-of-safety mindset. Prioritizes dividend-friendly, income-supporting businesses with durable cash flows, seeking asymmetric upside while minimizing downside through valuation discipline. Favors long-term holding periods, active engagement with management, and high-conviction positions that combine stewardship and patient capital allocation. Portfolio construction emphasizes downside protection, selective concentration, and a total-return orientation blending income and long-run capital appreciation.
Practices concentrated, low-turnover equity investing grounded in deep fundamental research and a margin-of-safety mindset. Prioritizes dividend-friendly, income-supporting businesses with durable cash flows, seeking asymmetric upside while minimizing downside through valuation discipline. Favors long-term holding periods, active engagement with management, and high-conviction positions that combine stewardship and patient capital allocation. Portfolio construction emphasizes downside protection, selective concentration, and a total-return orientation blending income and long-run capital appreciation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
33.36%
Gain -0.87%
Monthly
1.14%
Yearly
14.59%
Drawdown
13.16%
$7.69B
Equity
Holdings
$7.69B
Investment
$5.22B
$21.39B
Profit -$85.67M
Realized
$18.67B
Unrealized
$2.72B
Dividends
$4.09B
Goals
Avg. 60.6% completed goals
Daily
Loss < $200M Monday, Jul 20
Daily
Loss < 18% Monday, Jul 20
Daily
Gain > 9% Monday, Jul 20
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.87%
Profit
-$85.67M
Win %
70%
This Week
Compared To Last Week
Gain
-1.1%
Profit
-$85.67M
Win %
70%
This Month
Compared to last month
Gain
3.06%
Profit
$228.67M
Win %
70%
This Year
Compared to last year
Gain
2.56%
Profit
$192.39M
Win %
71%
DAR Darling Ingredients Inc.
+3.14%
+$2.7M 
FANG Diamondback Energy Inc
+2.85%
+$5.43M 
CNQ Canadian Natural Resources Limited
+2.4%
+$17.04M 
CSCO Cisco Systems, Inc.
+2.08%
+$480,122.4 
DVN Devon Energy Corporation
+1.86%
+$367,075.66 
COP ConocoPhillips
+1.66%
+$2.96M 
PM Philip Morris International Inc.
+1.65%
+$18,526 
MO Altria Group, Inc.
+1.62%
+$4,956 
FOXA Fox Corporation
+1.43%
+$962,582.94 
FICO Fair Isaac Corporation
+1.28%
+$97,834.85 
JNJ Johnson & Johnson
+1.23%
+$3.84M 
BRBR BellRing Brands Inc.
+1.08%
+$194,740 
FOX Fox Corporation Class B Common Stock
+1.08%
+$3.06M 
EBAY eBay Inc.
+1.04%
+$1.76M 
EOG EOG Resources, Inc.
+1.03%
+$1.75M 
RDI Reading International Inc.
+0.77%
+$2,650 
TDY Teledyne Technologies Incorporated
+0.74%
+$11,650.08 
UNH UnitedHealth Group Incorporated
+0.64%
+$456,525.93 
NOC Northrop Grumman Corporation
+0.56%
+$566,983.22 
CTSH Cognizant Technology Solutions Corporation
+0.47%
+$631,708.98 
INGR Ingredion Inc.
+0.31%
+$460,882.56 
ELV Elevance Health, Inc.
+0.07%
+$86,915.21 
OLN Olin Corporation
+0.04%
+$40,922.11 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$4,242.3 
MRSH Marsh & McLennan Companies, Inc.
+0.02%
+$581.4 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$102.26M 
CRMT America's Car-Mart, Inc.
-10.02%
-$81,900 
EAF GrafTech International Ltd.
-6.22%
-$490,997.56 
KO The Coca-Cola Company
-3.96%
-$7.05M 
CATO Cato Corporation
-3.89%
-$13,707.85 
EMBC Embecta Corp.
-2.98%
-$367,187.7 
AWI Armstrong World Industries, Inc.
-2.92%
-$3.49M 
GS The Goldman Sachs Group, Inc.
-2.76%
-$154,072.75 
CLX The Clorox Company
-2.42%
-$114,947.05 
CPRT Copart Inc.
-2.4%
-$74,966.6 
BNY BlackRock New York Municipal Income Trust
-2.32%
-$1.33M 
GOOG Alphabet Inc
-2.17%
-$8.66M 
DIS The Walt Disney Company
-2.05%
-$2.75M 
NTRS Northern Trust Corporation
-2.04%
-$36,480.1 
MAS Masco Corporation
-1.86%
-$364,629.82 
MSFT Microsoft Corp.
-1.81%
-$7.23M 
V Visa Inc. Class A
-1.8%
-$4,816.57 
LEGH Legacy Housing Corporation
-1.76%
-$338,724 
STT State Street Corp
-1.7%
-$2.87M 
AVTR Avantor Inc.
-1.69%
-$901,550 
FDS FactSet Research Systems Inc.
-1.67%
-$987,068.02 
PEP PepsiCo, Inc.
-1.66%
-$4.68M 
UHAL-B U-Haul Holding Company
-1.63%
-$6.23M 
MCO Moody's Corporation
-1.57%
-$101,225.17 
MA Mastercard Incorporated
-1.44%
-$92,659.8 
UHAL U-Haul Holding Company
-1.36%
-$318,861.62 
MSCI MSCI Inc.
-1.35%
-$93,522.22 
CMCSA Comcast Corp
-1.29%
-$361,925 
INTU Intuit Inc.
-1.25%
-$27,287.6 
SCHW Charles Schwab Corporation
-1.21%
-$4.84M 
CL Colgate-Palmolive Company
-1.16%
-$860,446 
PG Procter & Gamble Co
-1%
-$2.94M 
SPY SPDR S&P 500 ETF Trust
-0.99%
-$27,996.2 
GOLD Gold.com, Inc.
-0.96%
-$1,850 
LMT Lockheed Martin Corporation
-0.93%
-$1.01M 
NWSA News Corporation
-0.91%
-$1.92M 
LHX L3Harris Technologies, Inc.
-0.85%
-$987,049.34 
AMPY Amplify Energy Corp.
-0.76%
-$6,300 
SYY Sysco Corporation
-0.68%
-$691,528.32 
VZ Verizon Communications Inc.
-0.66%
-$5,800 
WFC Wells Fargo & Company
-0.64%
-$56,244.72 
UL Unilever PLC Sponsored American Depositary Receipt
-0.51%
-$64,036.16 
EWY iShares MSCI South Korea ETF
-0.5%
-$804,105.91 
BRK-B Berkshire Hathaway Inc.
-0.45%
-$696,108.01 
VRSK Verisk Analytics Inc.
-0.4%
-$11,968.05 
AON Aon plc
-0.39%
-$18,339.43 
NWS News Corporation
-0.37%
-$976.8 
PYPL PayPal Holdings Inc
-0.3%
-$389,409.14 
KVUE Kenvue Inc.
-0.21%
-$317,298.36 
TSN Tyson Foods Inc.
-0.1%
-$150,892.2 
RS Reliance Inc.
-0.02%
-$62,380.65 Events
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Dividends
Dividend Analysis
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| Trades 5021 | Longs Won 3582/5021 71% | Profit Factor 8.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $19.23M |
| Average Win $6.74M | Best Trade (Jul 19) $303.32M | Sharpe Ratio -12.3 |
| Average Loss -$1.9M | Worst Trade (Jun 30) -$161.21M | Z-Score -9.03 (100%) |
| Commissions $0 | Avg. Trade Length 3y 1m 2w | Expectancy $4.26M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,032 | 3,629 | 3,226 | 2,823 | 2,419 | 2,016 | 1,613 | 1,210 | 806 | 403 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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